Purchases and Sales Made in Q1 2025 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q1 2025. The information is specifically focused on institutions that hold shares of ELI LILLY & Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.89% |
$11.6K - $14.9K
|
427
$336K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
16+ 0.01% |
$11.6K - $14.9K
|
136K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
16+ 0.55% |
$11.6K - $14.9K
|
2.95K
$2.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 0.96% |
$10.9K - $13.9K
|
1.58K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
15+ 0.79% |
$10.9K - $13.9K
|
1.92K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15+ 1.49% |
$10.9K - $13.9K
|
1.03K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
15+ 1.42% |
$10.9K - $13.9K
|
1.07K
$844K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
15+ 3.66% |
$10.9K - $13.9K
|
425
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
15+ 0.88% |
$10.9K - $13.9K
|
1.72K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
15+ 3.33% |
$10.9K - $13.9K
|
465
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15+ 0.06% |
$10.9K - $13.9K
|
24.6K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15+ 2.16% |
$10.9K - $13.9K
|
710
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
15+ 2.35% |
$10.9K - $13.9K
|
652
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
15+ 3.66% |
$10.9K - $13.9K
|
425
$334K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
15+ 2.31% |
$10.9K - $13.9K
|
665
$523K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.82% |
$10.9K - $13.9K
|
546
$430K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.23% |
$10.9K - $13.9K
|
6.63K
$5.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 1.21% |
$10.2K - $13K
|
1.17K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
14+ 3.01% |
$10.2K - $13K
|
479
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
14+ 2.46% |
$10.2K - $13K
|
584
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 1.01% |
$10.2K - $13K
|
1.41K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14+ 2.33% |
$10.2K - $13K
|
614
$483K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
14+ 0.7% |
$10.2K - $13K
|
2.02K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14+ 1.62% |
$10.2K - $13K
|
878
$691K
|
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
14+ 3.03% |
$10.2K - $13K
|
476
$375K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
13+ 0.06% |
$9.43K - $12.1K
|
21.8K
$17.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
13+ 0.58% |
$9.43K - $12.1K
|
2.27K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
13+ 1.65% |
$9.43K - $12.1K
|
801
$630K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 2.71% |
$9.43K - $12.1K
|
493
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
13+ 2.5% |
$9.43K - $12.1K
|
533
$419K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 1.55% |
$9.43K - $12.1K
|
854
$672K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13+ 0.49% |
$9.43K - $12.1K
|
2.64K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
13+ 2.14% |
$9.43K - $12.1K
|
621
$489K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
13+ 0.17% |
$9.43K - $12.1K
|
7.78K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
13+ 8.97% |
$9.43K - $12.1K
|
158
$124K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
13+ 2.5% |
$9.43K - $12.1K
|
533
$419K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 4.58% |
$9.43K - $12.1K
|
297
$234K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 4.13% |
$9.43K - $12.1K
|
328
$258K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12+ 0.72% |
$8.71K - $11.2K
|
1.69K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
12+ 1.42% |
$8.71K - $11.2K
|
857
$674K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
12+ 0.53% |
$8.71K - $11.2K
|
2.28K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
12+ 0.47% |
$8.71K - $11.2K
|
2.56K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
12+ 1.76% |
$8.71K - $11.2K
|
695
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12+ 1.74% |
$8.71K - $11.2K
|
703
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
12+ 0.83% |
$8.71K - $11.2K
|
1.46K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
12+ 0.68% |
$8.71K - $11.2K
|
1.79K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
12+ 25.53% |
$8.71K - $11.2K
|
59
$46.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
12+ 2.48% |
$8.71K - $11.2K
|
495
$390K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
12+ 0.24% |
$8.71K - $11.2K
|
5.11K
$4.02M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
12+ 1.64% |
$8.71K - $11.2K
|
744
$585K
|